4794 results found
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Payment Services - Integrate with Procuret
Procuret is an essential B2B platform for customers to pay invoices in instalments. Integration with Procuret in Xero is possible but clunky and not end-user (our customers) friendly. Please add Procuret as a Payment Service in Xero, like other vendors, GoCardless, Paystation etc. This should not be an instead of option, but an as well option.
1 vote -
Profit and Loss - Adding % formatting by row
In Retail KPI's are important so on a month by month report we would include the
GP % on Liquor sales
GP% on Food Sales
Wage %
At present it comes out just as a number '61'
It would help if this could be formatted as 61% (italics & bold)3 votes -
Bills: Apportion percentages of a bill to different customers
Apportion percentages of a total bill to different customers.
1 vote -
Dashboard - Widgets for integrated apps
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate FuseSign into the Xero dashboard. This would save significant time and make Xero even more integral to my business. As an accounting practice I utilise this service and a widget that listed outstanding signing packages, alerts for due dates and completed packages would be wonderful. Please consider such an integration!
1 voteThanks for the idea, Luke. I've passed it on to our team that look after the Dashboard.
Would be good to se others support and understanding of the specific apps and elements that would be most useful from this view.
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Manual Journals - Ability to see draft without having to click on the tab
It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.
2 votes -
Projects detailed report - Adjust formatting of expenses in report
The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.
4 votes -
Profit and Loss report - Automatically change the end of date of report
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.2 votes -
Bills to Pay - Export Overpayments as a negative to match Aged Payables report
Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.
2 votesTrying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen?
Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created.
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AU Payroll: Include Working Holiday Maker field on Taxes tab
Under the new STP Phase 2 screens there is no-longer options on the 'Tax' tab to select Working Holiday Maker, rather just 'Australian resident' and 'Foreign resident'.
I understand on the 'Employment' tab you now need to make this selection, however, I've already had many users reach out confused thinking they need to select 'Foreign Resident' now.
My suggestion is to do one of the following:
Add Working Holiday Maker as an option and have it link back to the Employment tab if selected.
Add a text note in the 'Tax' tab section explaining the requirement to return to the…
1 vote -
AU Payroll - 3 weekly pay calendar
This is needed to accommodate a 2 week on 1 week off cycle.
4 votes -
Profit & Loss (Income Statement) - Year to date percentage of income
Regarding the Income Statement:
When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?
This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.
2 votes -
Bank Account - Add separator line at the end of each month
When looking at a list of transaction, for example in Bank Statements, it can be hard to visually identify where transactions relating to the current month or any month begin/end in the list.
When viewing such lists, by simply adding a darker separator line at the end of each month, and maybe an even darker/wider one at the end of each Financial Year (or indeed by having a slightly different background colour/shade for alternating months), it would make visually identifying months so much easier.
Please can we have such a feature? It would make life a lot easier for many…
2 votes -
Find and recode - Ability to change dates
Find and recode dates. We import invoices from invoxy but the date is a system date that I want to change to the current date.
2 votes -
Quote Folders Expanding in Information Tab
Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)3 votesWhen you say 'Quotes folders' - could you provide a little more detail on where and what you mean by this in Xero, Kim?
Would this be when viewing folders in the Files library that may have been set u for your Quotes? or something a bit different? Thanks
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Statements - Option to show receipts only when selecting Activity as the statement type
When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.
1 voteHi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report.
You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊
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AU Payroll | Payslips - Remove company address
REMOVE COMPANY ADDRESS FROM STAFF PAYSLIPS
1 vote -
Invoices - Ability to process invoices in bulk for one transaction
Process invoices in bulk for one transaction and one set of charges on a certain day of the month. At the moment it is only possible to take a single invoice on DD i.e. each one individually. This incurs costs from providers such as GoCardless. Setting all invoices with the same due date will not work as they will all be taken as individual transactions. It would be great to be able to wrap they up to take them all in one on a certain day of the month.
1 vote -
Fixed Assets - Prevent posting > 100% depreciation rate
Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.
Thanks
2 votes -
Purchase Order - Hover mouse over order list to view contents, without opening the order
One of my clients has suggested that it would be useful to be able to see the contents of the purchase orders on Xero without having to open them to find items ordered. In the same way that a salary is hidden but pops up when a mouse is hovered over on the payroll employee tab, the information on a PO could pop up.
Opening them all is very time consuming.
2 votes -
Online Quote - Consistent view with PDF when using advanced branding template
Online Quote - Expect the quote be view directly even is a custom branding theme.
Purpose: The reason we said "online quote", means no matter what the customer can view online. But now it's limited due to the organisation create their own theme which is not fair.
2 votes
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